Snowflake (SNOW) is likely to get its fair share of artificial intelligence spending in 2025, Wedbush Securities said. Read ...
In an executive order signed on Monday, Trump instructed the U.S. attorney general to not enforce the ban for 75 days while ...
Dan Ives, Wedbush, joins 'Fast Money' to talk the U.S.' infrastructure investment plans and what it means for Big Tech.
Apple faced two downgrades ahead of earnings, with analysts citing weak iPhone demand. China continues to be a headwind for ...
Dan Ives expects another $3.0 trillion in AI capex over the next three year. Continued spending on artificial intelligence ...
Dan Ives, Wedbush Securities global head of tech research, joins CNBC's 'The Exchange' to discuss the looming TikTok ban in ...
The popular platform could be banned on Jan. 19 under a federal law, while many parties have expressed interest in buying the ...
Software is expected to have another great year in 2025 fueled by ongoing and rising investment in artificial intelligence (AI).
This year, Nvidia's biggest tailwind stems from its newest GPU lineup, known as Blackwell. With industry analysts calling for surging demand for Nvidia's new architecture, 2025 is already looking like ...
NVIDIA shares fell 6.22% following Jensen Huang's CES 2025 keynote, prompting Dan Ives to draw parallels with Apple's iPhone ...
Nvidia’s growth has been extraordinary. But replicating the meteoric rise in earnings and value for a company its size ...
the rest of the semi and Big Tech landscape," analyst Dan Ives wrote in a note to clients. "This was a major 'flex the muscles' moment for Nvidia and Jensen in this AI arms race playing out across ...